why aren't all 61 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 1 checkable
ones are still open, waiting for their date. predictions held up or didn't;
assertions are supported or contradicted. on every card:
▮▮▮▮▮ certainty ·
▮▮▮▮▮ debate potential. speakers are clickable
Assertion Not checkable as stated
Jerry Murdock: Insight Partners closed its Twitter investment in under 30 days
“We did that investment less than 30 days from the time I met the team and the time we closed, and it turned out to be a watershed investment for the company”
Disclosure
Jerry Murdock: Docker is transitioning toward a consumption-based AI pricing model
“One of my companies, Docker has been moving dramatically toward this as they move into AI, which is a consumption based model.”
Disclosure
Jerry Murdock: Has made over 100 personal investments post-retirement
“Every investment that I've done, which is over a hundred has come from someone close to me and said, Jerry, I need your help to help me think about this thing.”
Assertion Supported
Lemkin: Insight Partners owned 43% of Monday.com at its IPO
“They own inside on 43% of Monday when it IPO.”
Disclosure
Deven Parekh: Two Insight portfolio companies plan late-stage rounds by year-end
“We have like, say, two companies right now that I know of that are looking at doing kind of a late stage round sometime at the end of this year.”
Disclosure
Insight's Jeff Horing advised Nico Wittenborn not to be cheap
“One piece of advice that Jeff Hoaring, the founder of Insight gave me after working with me at Insight for a while, was that he basically, his only comment was, don't be so cheap.”
Assertion Not checkable as stated
Insight Partners pioneered institutional analyst programs in venture capital
“And there was this firm Insight Partners who was, I'd say, arguably the group that pioneered this concept of kind of an institutionalized analyst program.”
Disclosure
Lieberman: Insight was Shutterstock's first investor at $5M revenue
“We were really early on photography, so I invested in a company called Shutterstock, which we took public. We were the first investors that, like, it was a five million dollar company at the time.”
Assertion Supported
Insight Partners raised a $20 billion fund in early 2022
“Their most recent fund, announced earlier this year, was a whopping twenty billion dollars”
Assertion Partly supported
Insight Partners Launched in 1996 as a $20 Million Fund
“It was, it's, as you said, a twenty billion dollar fund now, but it was actually started as a twenty million dollar fund in 96.”
Assertion Partly supported
Jeff Horing Was 26 When He Founded Insight Partners in 1996
“In 96, Jeff Hoering saw the opportunity in enterprise software. And he was the, one of the first people, maybe the first person to really bet on it. He was 26 years old at the time.”
Assertion Supported
Insight Partners manages over $30B and 400 portfolio companies
“In the hot seat, one of the biggest capital deployers in the market with over thirty billion in capital commitments and over 400 portfolio companies.”
Disclosure
Deven Parekh initially rejected Insight Partners founders before their first fund
“I, thinking I was a hotshot vice president, you know, at the age of 25, And they were two people without a fund. Didn't seem like a really good decision, so I decided, no, I think I'm going to stay, but you guys should go do this”